In Practice

A survey of the newly retired finds 40% spend more for health care than they’d expected.

This is especially true for Millennials, Bankrate.com found.

Presented here are the results of several dozen live polling questions fielded at the 2017 PLANADVISER National Conference, gathered during three days of highly detailed discussion of industry...

Automatic enrollment, higher initial deferral rates and financial counseling are just a few that more employers are adopting.

It is clear which countries lead the way in providing sustainable retirement systems with adequate benefits—and what others can learn from them to improve.

The difference owes to the pay gap between men and women, the tendency of many women to take a career break to raise or care for family, and...

However, they report they have more in savings than in credit card debt.

The time is ripe for retirement plan advisers to get into the business of educating about HSAs, experts say.

According to a GAO report, it has been nearly 40 years since a federal commission has conducted a comprehensive evaluation of the nation’s approach to financing retirement.

Adhering to plan governance and minimizing plan risk are the next priorities.

Mergers and acquisitions in the RIA industry are setting new records for the fifth consecutive year.

But among the 58% of these investors who do, expectations run high.

However, a LIMRA report reveals some disparities with that number. 

How to best serve your clients and know when to grow your practice.

A survey finds only 22% of Americans have worked with a financial adviser to figure out how much income they will need in retirement.

A Voya Financial study encourages plan sponsors to raise the default savings rate in automatic enrollment features. 

And nearly two-thirds, 63%, of advisers recommend annuities to clients who need income.

With advisers’ focus moving from investments to retirement readiness outcomes, benchmarking services has become more difficult, industry insiders say.

Research indicates consumers who conduct retirement planning activities or have a formal written retirement plan prior to retirement have a greater likelihood that actual expenses resemble anticipated expenses.

Research finds that participants who set goals are more likely to save more for retirement and more likely to feel confident about retirement—even in the face of competing...